Robert Oldham
Mainstreet RIA · O'Fallon, Missouri
Robert Oldham is a fee-only financial advisor at Mainstreet RIA in O'Fallon, Missouri. Mainstreet RIA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mainstreet RIA |
|---|---|
| Based in | O'Fallon, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $471.8M across 141 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 2288379 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | mainstreet-ria.com |
| Profile |
How Robert's firm compares
- Mainstreet RIA's average account is about $3.3 million, from its Form ADV (assets managed divided by 141 accounts).
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Questions about Robert
Is Robert Oldham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Mainstreet RIA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Mainstreet RIA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Oldham based?
Robert Oldham is based in O'Fallon, Missouri.
Is Robert Oldham registered with the SEC?
Yes. Robert Oldham is registered as an investment adviser representative in MO and TX (CRD 2288379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mainstreet RIA manage?
Mainstreet RIA reports $471.8M across 141 accounts in assets under management.
How do I contact Robert Oldham?
Through Robert's website, mainstreet-ria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in O'Fallon
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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